Partners Group Holding AG Acquires Shares of 7,300 ARM Holdings PLC Sponsored ADR $ARM

Partners Group Holding AG purchased a new position in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 7,300 shares of the company’s stock, valued at approximately $798,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Capital Research Global Investors acquired a new stake in ARM in the third quarter valued at about $243,098,000. Northwestern Mutual Wealth Management Co. lifted its stake in ARM by 2,623.5% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,671,787 shares of the company’s stock valued at $182,743,000 after purchasing an additional 1,610,403 shares during the last quarter. Hyperion Asset Management Ltd bought a new position in ARM in the 3rd quarter valued at approximately $202,980,000. Baillie Gifford & Co. bought a new position in ARM in the 3rd quarter valued at approximately $90,678,000. Finally, Rathbones Group PLC lifted its stake in ARM by 4,638.8% in the 4th quarter. Rathbones Group PLC now owns 500,043 shares of the company’s stock valued at $54,660,000 after purchasing an additional 489,491 shares during the last quarter. Institutional investors own 7.53% of the company’s stock.

Insider Activity

In other news, CEO Rene A. Haas sold 23,867 shares of the firm’s stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $161.17, for a total transaction of $3,846,644.39. Following the completion of the transaction, the chief executive officer owned 290,965 shares of the company’s stock, valued at approximately $46,894,829.05. This trade represents a 7.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Jason Child sold 21,280 shares of the firm’s stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $148.37, for a total transaction of $3,157,313.60. Following the transaction, the chief financial officer directly owned 174,706 shares of the company’s stock, valued at $25,921,129.22. The trade was a 10.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 168,589 shares of company stock valued at $31,508,607.

ARM Stock Performance

ARM stock opened at $223.15 on Wednesday. The company has a fifty day moving average price of $168.98 and a 200-day moving average price of $140.99. The company has a market capitalization of $235.76 billion, a P/E ratio of 265.65, a PEG ratio of 7.81 and a beta of 3.40. ARM Holdings PLC Sponsored ADR has a 52-week low of $100.02 and a 52-week high of $239.50.

ARM (NASDAQ:ARM) last released its quarterly earnings results on Wednesday, April 1st. The company reported $0.60 earnings per share (EPS) for the quarter. The firm had revenue of $1.49 billion during the quarter. ARM had a net margin of 18.37% and a return on equity of 12.43%. As a group, sell-side analysts forecast that ARM Holdings PLC Sponsored ADR will post 1.12 earnings per share for the current fiscal year.

Key Stories Impacting ARM

Here are the key news stories impacting ARM this week:

• Positive Sentiment: Sanford C. Bernstein initiated coverage on ARM with an outperform rating and a $300 price target, signaling meaningful upside from current levels and reinforcing the bullish view on Arm’s CPU and chip-IP growth opportunity.
• Positive Sentiment: MarketWatch reported that Bernstein sees Arm benefiting from a “renaissance of CPUs,” with the server CPU market potentially expanding sharply over the next several years, which supports the stock’s momentum. Article: Arm’s stock could rise another 45% as the ‘renaissance of CPUs’ takes hold, analyst says
• Positive Sentiment: Another market piece noted ARM was trading higher on Tuesday, extending a strong 2026 run as investors continue to favor semiconductor design and AI-related names. Article: Arm Holdings Has Doubled in 2026. Is It Outperforming Other Chip-IP Stocks Like Synopsys, Cadence, and Qualcomm?
• Neutral Sentiment: Multiple law firms announced securities-fraud investigations tied to ARM after reports of U.S. antitrust scrutiny. These headlines add uncertainty, but they are investigations at an early stage rather than confirmed findings. Article: Securities Fraud Investigation Into Arm Holdings plc (ARM) Announced
• Neutral Sentiment: Insider sales by Richard Roy Grisenthwaite and William Abbey were disclosed, but the company said the transactions were tied to tax withholding from vested equity awards and a pre-arranged 10b5-1 plan, which makes them less likely to be viewed as a negative operating signal.
• Negative Sentiment: Yahoo Finance reported ARM fell on news of a possible U.S. antitrust probe, which could pressure investor sentiment if regulators increase scrutiny of Arm’s licensing model. Article: Arm Falls on Reported US Antitrust Probe

Analyst Ratings Changes

Several equities analysts recently commented on ARM shares. Royal Bank Of Canada increased their price objective on shares of ARM from $175.00 to $260.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Sanford C. Bernstein started coverage on shares of ARM in a research note on Monday. They issued an “outperform” rating and a $300.00 price objective for the company. The Goldman Sachs Group increased their price objective on shares of ARM from $125.00 to $150.00 and gave the company a “sell” rating in a research note on Thursday, May 7th. Susquehanna increased their price objective on shares of ARM from $170.00 to $210.00 and gave the company a “positive” rating in a research note on Thursday, April 16th. Finally, TD Cowen increased their price objective on shares of ARM from $165.00 to $265.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Twenty analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $203.79.

ARM Company Profile

Arm Limited (NASDAQ: ARM) is a global semiconductor IP company best known for designing energy-efficient processor architectures and related technologies that underpin a wide range of computing devices. Founded in 1990 as a joint venture between Acorn Computers, Apple and VLSI Technology and headquartered in Cambridge, England, Arm develops the ARM instruction set architectures and core processor designs that chipmakers license and integrate into custom system-on-chip (SoC) products. The company operates a licensing and royalty business model rather than manufacturing chips itself.

Arm’s product portfolio includes CPU core families (such as Cortex and Neoverse lines), GPU and multimedia IP (Mali), neural processing units (Ethos) and a suite of system and physical IP blocks.